MATT CRAIGLE

Financial Advisor

With nearly a decade of experience in the financial services industry, Matt Craigle is dedicated to delivering comprehensive wealth solutions that provide his clients with security, clarity, and peace of mind. As a financial advisor at Alloy, he specializes in helping individuals and families build personalized financial plans designed to achieve optimal outcomes in retirement. Matt takes pride in his ability to connect with clients, guiding them toward financial confidence and long-term success.

Before joining Alloy Wealth in 2025, Matt was Vice President at a Registered Investment Advisory firm where he served as a fiduciary wealth advisor, operating under the highest standard of care recognized by law. Then, as now, he worked closely with clients to develop tailored, financial strategies. Much of his career has also been spent consulting with financial advisors on investment products and portfolio construction, giving him deep expertise in the strategies and investments required when crafting effective financial plans.

Matt holds an MBA in Finance from Villanova University and a BS in Entrepreneurship from the University of Dayton. An active member of his church, he values community and meaningful connections. Outside of the office, he enjoys spending time with his wife, Kate, and their dog, Tilly. Together, they love exploring new restaurants, traveling, and unwinding with their favorite TV shows.

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You see, it’s not “will there be” a market downturn, it’s “when” there will be a market downturn. Stock market downturns are inevitable, and that’s why there has to be a clear strategy for your portfolio to help protect your principal during down-market cycles, especially when it comes to retirement planning.

When it comes to investment management, Alloy Wealth will help guide you towards your goals.

Insurance services offered through Alloy Wealth Management Inc. Investment advisory services offer through Alloy Wealth Holdings LLC dba Alloy Investment Management. Alloy Wealth Management Inc and Alloy Wealth Holdings LLC dba Alloy Investment Management are affiliated by common ownership. Alloy Wealth Holdings, LLC - DBA Alloy Investment Management is a state registered investment adviser in South Carolina and North Carolina, and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

The information we provide regarding tax minimization planning is not intended to, and cannot, be used by anyone to avoid paying federal, state, or local municipalities, taxes, or penalties. You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation, legislative change, and unique to every specific taxpayer’s particular set of facts and circumstances.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Alloy Wealth Holdings LLC - DBA Alloy Investment Management.